Ian Bloom
CFP
®,
RLP
®
Certified Financial Planner
About
Ian Bloom, CFP®, RLP®, is a certified financial planner, registered life planner, a member of the Financial Review Council at Policygenius, the owner of Open World Financial Life Planning, and the author of "A Gamer's Guide to Money." Previously, he was a financial advisor at MetLife and MassMutual, as well as a director with the Financial Planning Association of the Triangle. In addition to his CFP® and RLP® certifications, he holds FINRA series 7 and series 66 licenses.
In the press
The Financial Planning Association podcast, "The Quest for Purpose-First Planning"
LifeBlood podcast, "Intention and Money with Ian Bloom"
Michigan State Wealth Management podcast, "Ian Bloom"
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Want to interview a Policygenius expert?
Journalist on a deadline? Our press team can connect you with our experts to discuss insurance, personal finance, and more. They’re also pretty friendly.
press@policygenius.comPolicygenius content follows strict guidelines for editorial accuracy and integrity. Learn about our editorial standards and how we make money.
Selected stories from Ian
What is the impact of interest rate changes on your annuity?
Updated | 5 min read
The interest you earn on your annuity can impact the payments you receive. Your interest rate will depend on your insurer and the type of annuity you purchase.
Do annuities affect financial aid & other benefits?
Updated | 5 min read
Annuity income can affect some types of financial aid and Social Security benefits, but it depends on the specific benefits you apply for, and sometimes, the type of annuity you own.
How does an annuity fit into your overall retirement plan?
Updated | 8 min read
Annuities can provide a fixed income stream and help you manage your money in retirement. Whether or not an annuity is right for you depends on your personal financial situation and goals.
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